India CDMO Stocks: Why Fund Managers See A Massive Long-Term Opportunity

India's CDMO (Contract Development and Manufacturing Organization) sector continues to emerge as a major long-term growth opportunity. Mihir Vora, CIO, TRUST Mutual Fund, believes the industry is benefiting not only from the China+1 strategy but also from India's growing capabilities in innovation, intellectual property protection, and partnerships with global pharmaceutical companies. As multinational firms increasingly sign long-term contracts and set up dedicated manufacturing facilities, India's role in global drug development is expanding. In this Business Today interview, Mihir Vora explains why CDMO stocks remain a compelling long-term investment theme for pharma investors.